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DCA FAMILY OFFICE, LLC
CRD 322047 · SEC 801-128127
3721 DOUGLAS BLVD, SUITE 350, ROSEVILLE, CA, 95661, United States
Phone
(279) 221-2144
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$119.9M
Discretionary AUM
$0
Team
16 total employees; 7 advisory reps; 2 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (institutions)Selection of other advisersFAMILY OFFICE SERVICES
States served
CA
All web addresses on file
Official SEC filing: View on IAPD